Latest Institutional Purchases of Ishares Russell 3000 ETF (IWV)
This list provides information on the latest institutional transactions involving Ishares Russell 3000 ETF (IWV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
1.86KNew |
$446K - $475K
|
1.86K
$663K
|
|
|
Aug 16, 2021
Q2 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.04K+ 291.06% |
$250K - $267K
|
1.4K
$501K
|
|
|
May 05, 2025
Q2 2021
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
891New |
$214K - $228K
|
891
$319K
|
|
|
Jul 16, 2021
Q2 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
700New |
$168K - $179K
|
700
$250K
|
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
103New |
$24.8K - $26.4K
|
103
$36.8K
|
|
|
Jul 13, 2021
Q2 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
19New |
$4.57K - $4.86K
|
19
$6.79K
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.56KNew |
$343K - $373K
|
1.56K
$557K
|
|
|
May 04, 2021
Q1 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
144+ 1.56% |
$31.8K - $34.5K
|
9.36K
$3.35M
|
|
| Q4 2020 | |||||||
|
Jan 29, 2021
Q4 2020
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
1.9KNew |
$364K - $424K
|
1.9K
$678K
|
|
|
Feb 19, 2021
Q4 2020
|
Albion Financial Group
|
BUY
|
- |
558New |
$107K - $125K
|
558
$200K
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
402New |
$77.2K - $89.9K
|
402
$144K
|
|
|
Feb 16, 2021
Q4 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
27New |
$5.18K - $6.04K
|
27
$9.66K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
1.22KNew |
$220K - $254K
|
1.22K
$435K
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Brr Op Co, LLC
|
BUY
|
- |
1.3KNew |
$184K - $246K
|
1.3K
$465K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
448+ 1.5% |
$63.3K - $84.6K
|
30.3K
$10.8M
|
|
| Q1 2020 | |||||||
|
May 06, 2020
Q1 2020
|
First Manhattan CO
New York, NY |
BUY
|
- |
360New |
$46.2K - $71.3K
|
360
$129K
|
|
|
Apr 06, 2020
Q1 2020
|
American National Bank
|
BUY
|
- |
180New |
$23.1K - $35.7K
|
180
$64.4K
|
|
|
May 19, 2020
Q1 2020
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12New |
$1.54K - $2.38K
|
12
$4.29K
|
|
| Q4 2019 | |||||||
|
Feb 10, 2020
Q4 2019
|
Stokes Family Office, LLC
|
BUY
|
- |
3.5KNew |
$590K - $662K
|
3.5K
$1.25M
|
|
|
Feb 05, 2020
Q4 2019
|
Spinnaker Trust
|
BUY
|
- |
2.7KNew |
$454K - $510K
|
2.7K
$964K
|
|
|
Feb 03, 2020
Q4 2019
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.54KNew |
$260K - $291K
|
1.54K
$551K
|
|
|
Feb 11, 2020
Q4 2019
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
1.43KNew |
$240K - $269K
|
1.43K
$510K
|
|
| Q2 2019 | |||||||
|
Jul 17, 2019
Q2 2019
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
1.4KNew |
N/A
|
1.4K
$500K
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
10.6KNew |
N/A
|
10.6K
$3.79M
|
|
|
Apr 26, 2019
Q1 2019
|
James Investment Research Inc
|
BUY
|
- |
1.8KNew |
N/A
|
1.8K
$642K
|
|
| Q4 2018 | |||||||
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
8.36KNew |
N/A
|
8.36K
$2.99M
|
|
|
May 14, 2025
Q4 2018
|
Miramar Fiduciary Corp
Reno, NV |
BUY
|
- |
5.42KNew |
N/A
|
5.42K
$1.94M
|
|
|
Jun 12, 2019
Q4 2018
|
First National Corp
|
BUY
|
- |
2.9KNew |
N/A
|
2.9K
$1.04M
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
2.88KNew |
N/A
|
2.88K
$1.03M
|
|
|
Nov 14, 2018
Q3 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
169New |
N/A
|
169
$60.4K
|
|
|
Oct 03, 2018
Q3 2018
|
Sound Income Strategies, LLC
|
BUY
|
- |
6New |
N/A
|
6
$2.15K
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Ibex Investors LLC
|
BUY
|
- |
297KNew |
N/A
|
297K
$106M
|
|
| Q4 2017 | |||||||
|
Jan 31, 2018
Q4 2017
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
2.5KNew |
N/A
|
2.5K
$893K
|
|
|
Feb 15, 2018
Q4 2017
|
United Bank
Vienna, VA |
BUY
|
- |
1.77KNew |
N/A
|
1.77K
$633K
|
|
|
May 04, 2018
Q4 2017
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.6KNew |
N/A
|
1.6K
$572K
|
|
| Q3 2017 | |||||||
|
Oct 19, 2017
Q3 2017
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8New |
N/A
|
8
$2.86K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$358
|
|